Welcome! I started Brandt Wealth Management with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients’ lives, only to find out that the “financial advisor” positions at the big firms were more focused on sales than helping people.
The purpose of Brandt Wealth Management is to provide a better solution for people seeking expert, objective advice. We are with an industry-leading firm Raymond James helping optimize the financial lives of busy professionals and retirees around the country.
I began my career as a Financial Advisor with IDS American Express in Waukesha in 1990, where I developed my fundamental investment knowledge. I joined A.G. Edward’s, a predecessor firm of Wells Fargo Advisors, in 1994 to provide personalized financial advice for individuals and families. In May 2018, I opened Brandt Wealth Management of Raymond James.
As a CERTIFIED FIANCIAL PLANNER™ I am committed to the highest standards of excellence and professionalism in the industry. I am on the same side of the table with my clients. With Raymond James in 2019 I was named a part of the financial advisors recognition Leaders Club.
I graduated from Carroll College with a Bachelor's Degree in Business in 1981. After completing my Bachelor's Degree, I worked as an Admission Counselor and Assistant Basketball Coach at Cardinal Stritch College. While there, I also completed work on a Master's Degree from the United States Sports Academy in Sports Administration and Coaching. I then accepted a position to start up the Men's Basketball Program at Virginia Intermont College. While at Virginia Intermont in addition to being the Head Men's Basketball Coach, I taught a couple of classes and was Director of Student Activities and Intramural's.
Karen, my wife, and I have two sons, Ryan a 6th grade teacher in Chandler, Arizona and Nate who is part of the Financial Planning team at Brandt Wealth Management. I am actively involved as a WIAA basketball referee. I am also a member of the Burlington Park Board. I enjoy most sports, I am a Milwaukee Bucks and Milwaukee Brewers season ticketholder and on most late Tuesday afternoons in the summer you will find my son Nate, and I, on a golf course somewhere in the area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.